Performance Management Framework > Performance Management Framework Author > Authoring in PMF

Authoring in PMF

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The role of the author is to capture and record strategies that serve as the basis for the Performance Management solution. An author serves both a business role and a technology role in the enterprise. The author outlines strategies as they evolve, and then captures these in PMF as the basis of all scorecard views. The author also interacts with the PMF administrator to ensure that measures needed for the overall strategy are loaded, and checks the good sense and accuracy of these measures.

Note: When making any changes within the Author page, it is recommended that you click the Refresh Contents icon to ensure that your changes take effect immediately.

Scorecard Building Methodology

To build a scorecard with a Business Strategy Committee, you must:

  • Interact with the Business Strategy Committee (if you have one) to build strategic linkages.
  • Determine indicators of success.
  • Identify processes and projects.
  • Build the scorecard process.

Determine the following:

  • Key Performance Indicators (KPIs)
  • Mission statement

Determine and specify the following:

  • Dimensions
  • Measures
  • Objectives
  • Risks
  • Perspectives
  • Projects
  • Processes
  • Themes

Determine the options for Today page content, which include:

  • Explaining different versions and options.
  • Identifying the roles of various users in the organization.
  • Confirming content with the Business Strategy Committee after you successfully load your scorecards.

Interact with administrators who will:

  • Acquire measures.
  • Acquire dimensions, sources, datapoints, and measures.
  • Set up feeds.
  • Set up Dimensional security, if desired.
  • Test loads.

Schemas

The main schemas of PMF, and questions you should ask are:

  • Measures. What do you want to measure? Where do measures originate? What units of measure are needed to support these? How should these be aggregated?
  • Sources. What sources will provide data for your measures? Do you have all data on hand, or will you need to capture some from end users or other personnel?
  • Dimensions. What business dimensions are required? Examples of dimensions to consider are Customer, Location, Product, Service, Organization, and additional Time dimensions.
  • Scorecard. What overall business strategies are to be implemented? One strategy is supported per scorecard.
  • Objectives. What specific, measurable goals are included in a strategy?
  • Risks. What risks are present and need to be tracked? How can these be measured?
  • Projects. What specific projects are linked to your objectives?
  • Processes. What specific processes are linked to your objectives?

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